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DWR WEALTH MANAGEMENT, LLC: SPYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DWR WEALTH MANAGEMENT, LLC on SPYG, newest first. How the timeline and the estimate are built.

DWR WEALTH MANAGEMENT, LLC held 4,088 SPYG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,088 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $503,601.

    13F-HR 0001754960-26-000841 filed by DWR WEALTH MANAGEMENT, LLC
    Accepted , ingested